How big is Citizens Community Bank's plan?

Citizens Community Bank's plan reported $7.8M in assets and 46 participants for 2024.

Original filing (PDF)20250731161840NAL0003243123001

Citizens Community Bank

Name: Citizens Community Bank — Citizens Community Bank, Form 5500 (2024)
Creator: Citizens Community Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citizens Community Bank 401(k) Plan

401(k) retirement plan · Citizens Community Bank's Citizens Community Bank 401(k) Plan held $7.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Citizens Community Bank's EIN is 37-1301157.

EIN 37-1301157

Plan number 001

Plan year 2024

ACK ID 20250731161840NAL0003243123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citizens Community Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citizens Community Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITIZENS COMMUNITY BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score